+1,560.5%
AXTI vs EXPD
+316.4%
+1,244.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.6% |
| 7D | +21.0% | +1.2% | +19.8% | +20.2% |
| 30D | -6.6% | +5.2% | -11.8% | -9.0% |
| 3M | -12.1% | +13.2% | -25.3% | -18.6% |
| 6M | +78.7% | +30.3% | +48.4% | +50.6% |
| YTD | +321.5% | +27.0% | +294.4% | +257.7% |
| 1Y | +2,166.8% | +57.3% | +2,109.5% | +1,583.3% |
| 3Y | +2,807.6% | +70.0% | +2,737.6% | +1,941.4% |
| 5Y | +651.5% | +61.6% | +589.9% | +432.3% |
| 10Y | +1,560.5% | +321.1% | +1,239.4% | +716.0% |
| All | +1,560.5% | +316.4% | +1,244.1% | +716.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EXPD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling